See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,397 | $59,839+166.4% | $81,983+94.4% | $79,858+99.6% |
| Participation rate | 98.0% | 61.6%+36.4pp | 69.2%+28.8pp | 69.6%+28.4pp |
| Annual return | 16.78% | 17.56%-0.8pp | 41.31%-24.5pp | 31.71%-14.9pp |
| Employer contribution / active EE | $4,068 | $1,713+137.4% | $2,498+62.8% | $2,471+64.6% |
| Participant deferral / active EE | $9,099 | $2,695+237.6% | $3,722+144.5% | $3,740+143.3% |
| Admin fee / account holder | $7,991 | $4,287+86.4% | $5,664+41.1% | $5,306+50.6% |